STERLING OAK ADVISORS

STERLING OAK ADVISORS of BOSTON, MA is an SEC-registered investment adviser (CRD 152267). Regulatory assets under management: $47.5M.

Registration

• CRD: 152267
• Type: Registered investment adviser
• Location: 77 EXETER STREET, BOSTON, MA, 02116
• Phone: 781-992-5700
• Latest filing: 2026-03-30
• Regulatory AUM: $47.5M
• Discretionary AUM: $47.5M
• Clients: 2
• Accounts: 36

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152267 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search